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Insurance policies

Last Updated: April 11, 2008 Related resource areas: Personal Finance


To replace lost or destroyed insurance policies, contact the agent or company that provided you with the coverage. You may need to complete a form (including the policy number), pay a fee for duplicate copies, or both.


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Lesson Contents
I. Introduction
II. How to Get Organized
III. Organize Important Papers

a. Which Papers to Keep
b. Where to Keep Papers
c. How Long to Keep Papers
d. When to Update Papers
e. How to Replace Papers
e.1. Birth and death certificate
e.2. Citizenship and naturalization papers
e.3. Driver’s license
e.4. Federal income tax return
e.5. Insurance policies
e.6. Marriage licenses, marriage dissolutions, adoption decrees
e.7. Military discharge papers
e.8. Passport
e.9. Property deeds
e.10. Savings bonds and notes
e.11. Social Security card
e.12. Vehicle title
e.13. Will

IV. What are SMART Goals?

a. SMART Goal Setting Techniques
b. Write and Visualize Your Goals

Glossary

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Disclaimer

Acknowledgments

Organize Your Important Household Papers belongs to a series called Legally Secure Your Financial Future. The series also includes information to help you communicate with others and begin preparing your estate plan.

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